How Bench works
Call it a job, a claim, or a deal. The board uses your word.
Your board uses your word: job, claim, or deal. Underneath, Bench keeps one record and four hand-offs, so a retail reroof and a claim run on one board.
Pipeline
Insurance jobs run on the same board. They just have more steps.
An insurance job is the same file on the same board as a retail job. It just has more steps where the carrier gets involved. No second CRM for claims.
Agents
A person runs the inspection. Agents run the paperwork.
A person runs the inspection, presents, and closes. Agents run the uploads, the carrier call, and the status nobody remembers to update.
How Bench works
Every tool works. They don't work as one.
Contractor tools already integrate. The problem is they do not run as one system. Bench keeps AccuLynx and the rest, and puts the file in one place.